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Check when you can include and remove life insurance policies from an investor's account if you're an ISA manager.
Find out how you should enter chargeable event gains from UK life insurance policies on your Self Assessment tax return.
How to report chargeable event gains on life insurance policies, including details on the annual qualifying policy if you're an insurer.
Find out how to calculate gains on foreign life insurance policies and make entries on your tax return.
This Tax Information and Impact Note amends the Life Insurance Qualifying Policies (Statement and Reporting Requirements) Regulations 2013 (SI2013/1820).
Use the IHT410 with form IHT400 to give details about any life insurance policies, annuities or investment bonds that the deceased made regular monthly or lump sum payments on.
Seeking views on technical changes to the legal definition of life insurers’ distributable profits.
This tax information and impact note is about a policyholder who has generated a wholly disproportionate gain to apply to have the gain recalculated.
Check how to send life insurance Chargeable Event Certificates in electronic flat text file format to HMRC for gains occurring on or after 6 April 2002.
Don’t include personal or financial information like your National Insurance number or credit card details.
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